Partner, Market Leader (Philadelphia, PA)

Mercer Advisors(1 month ago)

HybridFull TimeSenior$170,000 - $210,000Wealth Management

About this role

Mercer Advisors is seeking an experienced Partner, Market Leader who will serve as a senior wealth advisor and team leader. The role involves deepening client relationships, developing financial strategies, and leading a team of advisors to provide comprehensive wealth management services to high-net-worth clients.

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Required Skills

Financial Planning
Investment Management
Tax Planning
Estate Planning
Client Relationship
Portfolio Management
Financial Analysis
Regulatory Compliance
Team Leadership
Wealth Management

Qualifications

Bachelor's degree
CFP certification
Series 65 license
15+ years experience

About Mercer Advisors

merceradvisors.com

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.

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